Hardy Financial Planning

Overview

Hardy Financial Planning is a small, independent registered investment adviser that focuses on fee-for-service financial planning and discretionary portfolio management for individuals, families and small businesses. The firm bills on hourly and fixed-fee arrangements rather than commissions and lists financial planning, portfolio management and pension consulting among its advisory activities. Investment posture is equity‑tilted: the firm expresses a clear preference for exchange‑traded equities and uses mutual funds as complementary building blocks. Hardy Financial Planning does not operate as a capital allocator and is not positioned as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices